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Capture, Plan & Schedule
Capture, Plan & Schedule modules capture everything you need from won opportunities and smoothly transitions you into the planning and scheduling mode. Often downplayed or overlooked in other solutions, these critical functions prepare you for excellence in execution by setting the stage for resource optimization, high utilization and profitable projects and service tickets.
 Clients like control and you give it to them by providing access to your branded web portal. From their secure, multi-level access portal, they can enter and track service tickets, view and pay invoices, examine performance reports and review their project and service history.
Simply put, you want to increase service levels and decrease response times. ConnectWise PSA enables you by capturing service tickets from many sources including opportunities, managed service tool alerts, agreements, email, phone, fax or client portals. Once created, tickets are automatically linked to client records and prioritized based on existing service level agreements...and sometimes even assigned based on rules you set.
Once projects and service tickets are booked, you have powerful capability to quickly assign/reassign resources across open schedules based on employee skill and availability. System tools balance utilization, prevent double booking and measure resource usage on a real-time basis.
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See The Other ConnectWise PSA Sections
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